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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,609 | $97,732-16.5% | $83,831-2.7% | $135,381-39.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.38% | 1287.56%-1293.9pp | 850.99%-857.4pp | 519.81%-526.2pp |
| Employer contribution / active EE | $2,627 | $4,222-37.8% | $3,631-27.7% | $4,779-45.0% |
| Participant deferral / active EE | $9,650 | $4,683+106.1% | $4,082+136.4% | $5,609+72.0% |
| Admin fee / account holder | $54,077 | $6,675+710.2% | $5,479+887.0% | $10,828+399.4% |